Compare · 4 funds side by side · dividends reinvested

CLOU, SKYY, SMH and DRAM

CLOUGlobal X×SKYYFirst Trust×SMHVanEck×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

CLOU, SKYY, SMH and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.5

First Trust Cloud Computing ETFThematic · Cyber & cloud0.60%0.00%+20.5%+9.2%+29.6%+7.0%−27.4%31.5%$3.2B2.0

Global X - Cloud Computing ETFThematic · Cyber & cloud0.68%0.00%+15.6%+12.0%+13.6%−3.4%−27.2%33.6%$394M2.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B2.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CLOU 2019 · SKYY 2011 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Cloud Computing ETF · $394M$8,414

CLOU

SKYY

First Trust Cloud Computing ETF · $3.2B$14,014

$10,000 five years ago, dividends reinvested · they hold 31.8% in common

CLOUMeasureSKYY

+15.6%Year to dateJan 1 → Nov 5+20.5%

+12.0%1 yearTotal return+9.2%

+13.6%3 years · per year$10,000 became $14,675 · $21,787+29.6%

−3.4%5 years · per year$10,000 became $8,414 · $14,014+7.0%

0.68%Expense ratio$68 · $60 a year on $10k · lower is better0.60%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−27.2%Worst dropSmaller is better−27.4%

33.6%VolatilityLower is calmer31.5%

CLOUSKYY Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SKYY wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLOU vs SKYY: Top 5 Holdings

Today

CLOU

27.4%in top 5

SKYY

in top 519.4%

CLOUStockSKYY

6.3%SNOWnot top 5

6.3%PAYCnot top 5

5.1%ZSnot top 5

4.9%WDAYnot top 5

4.7%QLYSnot top 5

not top 5P4.4%

not top 5MSFT4.0%

not top 5IBM3.9%

not top 5AMZN3.7%

not top 5NTNX3.4%

Held in common31.8%

End-of-day Nov 5, 2026 · share of each fund

CLOU vs SKYY Returns, Every Period

Global XCLOU

−3.4%

5 years, per year

SKYYFirst Trust

+7.0%

5 years, per year

CLOUSKYYFaded: behind in that period

1–3SKYY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CLOU vs SMH

YTD

Global XCLOU

+15.6%

SMHVanEck

+24.3%

+15.6%Year to date+24.3%

−27.2%Worst drop · 1Y−33.1%

33.6%Volatility · 1Y42.8%

0.0%Yield0.2%

$394MAssets$57.7B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLOU, SKYY, SMH, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SKYY0.60%$60

DRAM0.65%$65

CLOU0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CLOU, SKYY, SMH, DRAM

0.25%highest, SMH

FundTrailing yieldYield$10k

SMH0.25%$25

CLOU0.00%$0

SKYY0.00%$0

DRAM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

SKYY$0 − $60 = −$60

DRAM$0 − $65 = −$65

CLOU$0 − $68 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CLOU, SKYY, SMH, DRAM

Today

31.8%most shared, CLOU and SKYY

CLOUSKYYSMHDRAM

CLOU—31.8%0.0%0.0%

SKYY31.8%—0.0%0.0%

SMH0.0%0.0%—3.2%

DRAM0.0%0.0%3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

SKYYWorst drop−27.4%31.5% vol

CLOUWorst drop−27.2%33.6% vol

SMHWorst drop−33.1%42.8% vol

DRAMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMHSKYY

+24.3%Year to date+20.5%

0.2%Yield0.0%

+27.3%Past year+9.2%

0.35%Fee0.60%

4–0SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026